+5.6%
CVS vs ROIV
+97.8%
-92.3%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +6.1% | -18.6% | -12.4% |
| 7D | -11.1% | +3.0% | -14.1% | -10.9% |
| 30D | -7.4% | +6.8% | -14.3% | -7.3% |
| 3M | -22.9% | +10.5% | -33.4% | -22.7% |
| 6M | -1.2% | +34.8% | -36.0% | -1.6% |
| YTD | +3.9% | +76.2% | -72.3% | +1.1% |
| 1Y | +5.6% | +92.4% | -86.8% | +1.9% |
| All | +5.6% | +97.8% | -92.3% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ROIV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling